ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 645 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,134 | -3.6% | 5,528 | 0.0% | 0.09% | -15.6% |
| Q2 2023 | $538,759 | +7.8% | 5,528 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $500,008 | +6.7% | 5,528 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $468,498 | +120.0% | 5,528 | +117.8% | 0.11% | +9.9% |
| Q2 2022 | $213,000 | -11.2% | 2,538 | +7.4% | 0.10% | -1.9% |
| Q1 2022 | $240,000 | -5.9% | 2,364 | 0.0% | 0.10% | +4.0% |
| Q4 2021 | $255,000 | +9.4% | 2,364 | 0.0% | 0.10% | -27.7% |
| Q3 2021 | $233,000 | 0.0% | 2,364 | 0.0% | 0.14% | +3.0% |
| Q2 2021 | $233,000 | – | 2,364 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CWM, LLC | 6,499,365 | $639,992,000 | 5.10% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10,816 | $672,000 | 2.37% |
| RETIREMENT CAPITAL STRATEGIES | 33,567 | $2,086,000 | 1.06% |
| Private Ocean, LLC | 55,569 | $3,453,000 | 0.94% |
| Valtinson Bruner Financial Planning LLC | 4,808 | $299,000 | 0.26% |
| Bigelow Investment Advisors, LLC | 4,786 | $297,000 | 0.21% |
| GOULD ASSET MANAGEMENT LLC /CA/ | 6,685 | $415,000 | 0.16% |
| NOTTINGHAM ADVISORS, INC. | 16,312 | $1,014,000 | 0.15% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 53,424 | $3,320,000 | 0.14% |
| FCG ADVISORS, LLC | 6,016 | $374,000 | 0.12% |